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Financial Adviser in Manchester
Mortgage Adviser in Manchester
Moffatt Financial Planning Ltd is a firm of Chartered Financial Advisers, based in Withington, Manchester. The firm was borne out of Moffatt & Company, a firm of Chartered Accountants, established in 1969.
Chartered Financial Adviser in Manchester
Moffatt Financial Planning Ltd provides financial advice to all fields of clients including individuals, small businesses, and also medium sized and large businesses. The business has grown primarily from recommendations of the firms existing clients.
Chartered Financial Planner in Manchester
Advice is offer on all areas of financial planning including:
- Pensions
- Investments
- Life Insurance
- Income Protection and Critical Illness cover
- Inheritance Tax Planning
- Long Term Care Planning
- Mortgages - Residential / Buy to let / Commercial
- Loans - Commercial or Personal
- Debt Management
- General Insurance - including House and Motor Insurance and Travel Insurance
- Private Medical Insurance
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Clients have the choice to pay for the services on either a fee basis or commission basis to suit their own personal needs. The firms basic principles focus on continued high quality service to clients on a regular basis, agreed with their clients at the outset.
Moffatt Financial Planning Ltd is regulated by the Financial Services Authority for mortgage and investment advice.